FW
MSCI icon

FullCircle Wealth’s MSCI MSCI Stock Holding History

FullCircle Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$313K Sell
545
-1
-0.2% -$565 0.11% 188
2025
Q2 		$312K Buy
546
+2
+0.4% +$1.11K 0.12% 179
2025
Q1 		$291K Buy
544
+14
+3% +$8.14K 0.12% 169
2024
Q4 		$303K Hold
530
– – 0.12% 156
2024
Q3 		$315K Buy
+530
New +$287K 0.14% 144

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FullCircle Wealth's MSCI Position: Q3 2025 in Review

FullCircle Wealth reduced its MSCI (MSCI) stake by 0.18% in Q3 2025, selling an estimated $565 and leaving 545 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #188.

FullCircle Wealth first reported a position in MSCI in Q3 2024 and has held it in 5 quarters since. The position peaked at $315K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • FullCircle Wealth held 545 shares of MSCI worth $313K as of Q3 2025.
  • FullCircle Wealth sold 1 MSCI share in Q3 2025, an estimated $565.
  • MSCI made up 0.11% of FullCircle Wealth's portfolio in Q3 2025, its #188 holding.
  • FullCircle Wealth first reported a position in MSCI in Q3 2024 and has held it in 5 quarters since.
  • FullCircle Wealth's MSCI position peaked at $315K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.